Jones Financial Companies
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Jones Financial Companies’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Jones Financial Companies’s Portfolio FUMB Stock Details FUMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-395
Closed -$7.94K – 4480
2025
Q3 		$7.94K Buy
+395
New +$7.95K ﹤0.01% 3173

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Jones Financial Companies's FUMB Position: Q4 2025 in Review

Jones Financial Companies sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q4 2025, closing a stake of 395 shares — an estimated $7.94K sold.

Jones Financial Companies first reported a position in FUMB in Q3 2025 and held it in 1 quarter. The position peaked at $7.94K in Q3 2025. 88 funds tracked by Wall St. Rank hold FUMB as of Q4 2025.

  • Jones Financial Companies reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q4 2025 after selling out during the quarter.
  • Jones Financial Companies sold 395 First Trust Ultra Short Duration Municipal ETF shares in Q4 2025, an estimated $7.94K.
  • Jones Financial Companies first reported a position in First Trust Ultra Short Duration Municipal ETF in Q3 2025 and held it in 1 quarter.
  • Jones Financial Companies's First Trust Ultra Short Duration Municipal ETF position peaked at $7.94K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q4 2025.

Based on Jones Financial Companies's 13F filing for Q4 2025, filed 17 Feb 2026.